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Disclosery

Elk River Wealth Management LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Elk River Wealth Management LLC on JPM, newest first. How the timeline and the estimate are built.

Elk River Wealth Management LLC held 40,712 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,712 shares
    Change vs previous 13F -3,909 shares

    2.12% of the 13F portfolio, value $13,326,251.

    13F-HR 0001951757-26-001253 filed by Elk River Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 44,621 shares
    Change vs previous 13F +1,764 shares

    2.18% of the 13F portfolio, value $13,125,785.

    13F-HR 0001951757-26-000635 filed by Elk River Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 42,857 shares
    Change vs previous 13F -915 shares

    2.22% of the 13F portfolio, value $13,795,976.

    13F-HR 0001951757-26-000383 filed by Elk River Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 43,772 shares
    Change vs previous 13F -174 shares

    2.21% of the 13F portfolio, value $13,807,126.

    13F-HR 0001951757-25-001188 filed by Elk River Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 43,946 shares
    Change vs previous 13F -373 shares

    2.19% of the 13F portfolio, value $12,740,498.

    13F-HR 0001951757-25-000614 filed by Elk River Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 44,319 shares
    Change vs previous 13F -183 shares

    2.04% of the 13F portfolio, value $10,871,547.

    13F-HR 0001951757-25-000297 filed by Elk River Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 44,502 shares
    Change vs previous 13F -425 shares

    1.93% of the 13F portfolio, value $10,667,668.

    13F-HR 0001951757-25-000164 filed by Elk River Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 44,927 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $9,473,390.

    13F-HR 0001951757-24-001013 filed by Elk River Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).